Keith
Eck
Lincoln Investment
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About this Advisor
Keith Eck is an investment advisor in San Diego, California. Currently a registered financial advisor with Lincoln Investment, they have gathered an impressive 27 years of experience in the financial advisory industry. Eck holds a Series 63 license, certifying the advisor as a securities representative. Eck is able to act as a financial advisor based out of California. Over the course of their career, they have held roles at Sun Life Of Canada, Sun Financial Group, Capital Analysts, Inc, Lincoln Investment and Make-A-Wish Foundation. Lincoln Investment is headquartered in San Diego, California, and operates out of 427 additional offices in the United States. As a company, Lincoln Investment oversees $8 billion in assets throughout 113,080 client accounts and employs more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 52,887 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Lincoln Investment offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lincoln Investment Brokerage Details
$9,038,434,767
1,279
139,067
$64,993
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Keith Eck Work History
Keith has 27 years of experience.
Lincoln Investment
Make-A-Wish Foundation
Capital Analysts, Inc
Sun Life Of Canada
Sun Financial Group
Disclosures
Keith Eck has disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.